pain point analysis
The marketing department often uses the advertising platform to track the number of LEADs, while the sales department uses CRM to record transactions, and the fragmentation of data leads to inaccurate evaluation of marketing effectiveness.
Collaborative Programs
- system connection: Connect both advertising platforms (e.g. Google Ads) and CRM systems (e.g. HubSpot) in Source
- Funnel Visualization: Build a complete conversion funnel from ad clicks → MQL → SQL → closed deals
- Customer Profile Analysis: Identify common characteristics and source channels of high-value customers
- Joint KPI setting: Setting uniform MQL→SQL conversion rate targets for marketing and sales teams
Implementation of recommendations
1) Monthly cross-departmental data REVIEW meetings; 2) Adjust marketing content strategy based on Source data; 3) Incorporate channel quality into sales team feedback.
This answer comes from the articleSource:AI marketing analytics tool that helps B2B companies identify customer sourcesThe
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